Filters

• General use of Filters

  If you want to use filters to only see certain parts of your team based on some criteria, you can access them by clicking on “Filters” at the top of your Team Scan Page→Filters. You will see that the filter “Exclude someone” shows up by default (the reason for this is that it’s easily accessible in case you are in a meeting with someone that is not supposed to see their own TeamScan). If you don’t want to use it, you can click on the x positioned on the left side (it will show up when you hoverFew readers

• See only the teams of some managers

  When you participate in a talent review, it is essential that you are able to see only the team members that are going to be reviewed during the workshop. You can easily show only the concerned team members (and not the managers that will participate in the talent review - so they don’t see their own scans) by using the filter Manager (n-1 only). When the filter shows up, click onFew readers

• Save Filter Selection

  To save one or more filters applied for future usage, you can use the option “Save Filter”. When you click there, a new window will show up where you can name and save the filter. In “Load Filter” you will find all filters you have saved that you can use on a differeFew readers

• Demographic Filters

  In the Demographics filter group, you will see 4 filters that can allow you to have different views on your team based on their Age, Gender, Time in Role and Time in Company. Combined with other filters, they could be useful in different cases, for example if you would like to see a selection of your youngest employees based on their competence level, or if employees that have been in your company for a long time are performing well. (https://storage.crisp.chat/users/helpdesk/website/e2c2f33Few readers

• Q7Dimensions Filters

  These filters will allow you to view your team based on the 7 Dimensions, including the global score. For example, you can filter your team based on the Global Profiling score, and you can choose to see only the team members that are in their area of strength. Next, based on the Role Pofile, you could see all team members that have a specific role, for example Coordinator in tSome readers

• Organisation Filters

  With the Organisation filters you can see different teams or departments. If you are a manager, many of these won’t make sense because managers can only see their own team members. But these filters can be really useful to someone with access to the whole workspace or a big part of it, so someone with an Owner, Admin or an HRBP access role. The filter My Team will allow you toSome readers

• Other Filters

  The filters in this category are mostly useful for data cleaning - they will allow you to see if certain parts of your data collection are incomplete. With the Profile Completeness filter you are able to see all team members that have been profiled by their managers, or you are also able to see the ones that still didn’t get profiled. This is useful if, for example, a talent reFew readers

Team Members Data

• Add New Team Members in your Workspace

  When you need to add new team members into your workspace, please consider that there are two ways to do it: Directly in the portal - convenient if there are a few Via the Data Collection Spreadsheet - better if there are many First Way: Directly in the Portal You can do it manually from My Team → Add Team Member. When adding people manually, only a fewSome readers

• Edit general information of the team members

  Sometimes we need to change some information for our existing team members that are already in the portal. There are two ways to go about this: Do it yourself directly in the portal - this is useful if you need to change only a few team members Change multiple team members' data via the data collection spreadsheet First way: Manually via the Portal Go to the individual page of the team member, click on “More” and select “Edit”. (https://storage.crisp.chat/users/heFew readers

Offline Use of Portal Data

• Export an individual page of one or multiple team members

  It is possible for you to download a PDF file containing all the general and profiling data of a team member (one or multiple). This comes handy when a manager would like to discuss the profiling with a team member without going to the portal and showing the data of the rest of the team. Go to My Team, click on “Export to PDF” in the upper right corner. A new window will pop up.Few readers

• Export a TeamScan

  It is possible for the manager to download the whole team scan of their team into a PDF file or a spreadsheet and review it offline, alone or with other managers, or use this file to discuss it and give feedback to his team members. Download a PDF file Go to My Team, click on “Export to PDF” in the upper right corner. A new window will pop up with both options for you toFew readers

Notes

• Notes Space - Individual Report & General View

  There are two ways to view Notes, according to the user’s needs. Either the user enters Notes space via the side navigation and views all Notes created by him/herself or views Notes per individual team member via the individual report. Both views, however, have the same functionality. Notes space via individual report Via Notes in individual report a manager can view the Notes of his team member. (https://storage.crisp.chat/users/helpdesk/website/d696b289885e8000/5771ad33-56bd-4ae8Few readers

• What are the notes?

  What are Notes? With Notes we want to offer the user a way to catch his/her thought on a specific topic, no matter what section is opened on the screen. Notes are a two step process. First, without being distracted by too many options, there is a text input field where the user can catch his/her thought(s). Notes will automatically reference the location where the user started writing his/her note. However, the reference can be adjusted at any time. In step two, you revisit the saved thouFew readers

• Notes - Features

  Bulk selection Next to each Note the user will find bulk selection checkboxes. Ticking at least one will open on the right side three feature icons. With bulk selected notes you can (1) Archive a Note - If Notes become obsolete, they can be put into the archive. Archived Notes do not appear in the default view, but can accessed via the Archive. (2) Forward to presentation view - If specific Notes need to be presented to somebody, the user can select one or many Notes and clickSome readers

• Edit a Note

  To edit a note, go to the individual page of a team member. Once you enter the individual page, click on “Notes”. Select the individual note you would like to edit by clicking anywhere on the note. (https://storage.crisp.chat/users/helpdesk/website/6a6e06a1f45becFew readers

• Creating a note

  The “Create Note” overlay is appearing on every page. It is found in the bottom right corner. By clicking on the “Create Note”, the Notes overlay will open. Create Note Elements 1: Reference - Shows the referenced location. 2: Team member - ShowsFew readers

Frequently Asked Questions

• Frequently Asked Questions

  How do I eliminate my own line in the workspace? Is it mandatory to create a line with my name for me to have access to the workspace? For you to have access to the workspace it is mandatory to have your own line, but you shouldn’t be able to see your own scan. Do I have to start the whole DevelopmentScan again when I only want to change 1 or 2 answers? If you change an answer to any other of the 7Qs than the Role profile, the DevelopmentScan will stay. If you do change the Role profiFew readers